“Working with Percolator was great. They took the time to figure out how we work and what we are trying to accomplish, and then managed our project with our specific needs in mind. Because of that, there was a high level of trust between our staff and Percolator and the project benefited from that trust. We would definitely recommend working with them.”
-Sean Pender, Administrative Director, Washington Environmental Council

About Washington Environmental Council

Washington Environmental Council is a nonprofit, statewide advocacy organization that has been driving positive change to solve Washington’s most critical environmental challenges since 1967. Their mission is to protect, restore, and sustain Washington’s environment for all.

The Problem

Washington Environmental Council (WEC) used Salesforce for their primary database but they were on an aging version of a Salesforce template that was no longer supported. WEC’s sibling organization, Washington Conservation Voters (WCV), used Luminate to manage data.

Neither database was meeting their needs. Broken reports, data integrity issues, and the inability to use modern applications meant they were spending too much time on manual work-arounds or applying duct tape to their technology and not enough time achieving their organizational mission. And because data about any given supporter was divided across two CRMs, it was impossible to get a complete view without a lot of extra work.

WEC wanted better tools for all of their core engagement activities — managing volunteers, communications, online and offline advocacy, cultivating donors, managing events like their auction, and tracking supporter engagement. And they wanted a true 360-degree view of their supporters while maintaining the ability to separate interactions with each organization.

The Solution

To start, Percolator worked with staff in every department to understand their needs and define what a successful project would change about their work. We also took great care to understand the opportunities and challenges that moving both organizations into a single CRM would entail. We then recommended a set of integrated applications and customizations to meet those needs and worked with WEC to prioritize them for a phased implementation.

During implementation, we started by migrating WEC to a new Salesforce instance with NPSP 3, including a carefully orchestrated transition to ensure minimal downtime for staff and zero downtime for donors and volunteers. We introduced new, integrated applications for donation processing, email, and event management, and got the entire team trained and working in the new instance.

Then, we started making improvements and preparing for the introduction of WCV data — for example, making sure that staff could easily see which org a donor had first interacted with, and summarizing giving histories both by organization and combined. Finally, Percolator migrated WCV’s data from Luminate to what would now be the master WEC/WCV database, again ensuring a smooth transition for staff and supporters.

The Results

WEC now has a fully-integrated technology stack with Salesforce at the center. Email, volunteer, action, contribution, and event activities show up in each contact record in Salesforce with no manual intervention on the part of staff. With our app StepUp, WEC has dashboards which help them evaluate their supporter engagement efforts across the board and they can target and customize communications and other outreach by individual engagement level.

The new system has provided profound efficiency gains, greatly reducing the time it takes to do things like send emails and process donations. And because it’s better meeting the needs of WEC’s staff, adoption is way up. Technology is enabling engagement instead of costing time.

Kids chat with a member of NCI program staff in a covered area surrounded by lush green trees.

Managing Meals & Lodging: The North Cascades Institute

“We love working with Percolator! They know our database so well, which is a consequence of time and intentionality. When we ask questions they always provide thoughtful, creative answers.” Read more

FNTC students at computers

Scaling Technology Training: The First Nations Technology Council

“The best way to describe my experience is that I felt really heard. To go from me just describing what we dreamed about having, to 75 user stories of like ‘as a staffer I can do this so that,’ and then during development picking which of those stories to prioritize— it meant that we really captured everything that we wanted to do. I’m so happy that we went with Percolator.” Read more

CAC Staff at campus in Albuquerque.

Powerful E-Commerce: Center for Action and Contemplation

“Nowadays, everyone’s primary reference for eCommerce is Amazon, so our user requirements were extensive. The Percolator team did a masterful job diplomatically leading us through the entire process so that our stakeholders felt we made good decisions …” Read more

Ceres opens the Nasdaq

Online Community for Shareholder Activism: Ceres

“Partnering with Percolator has been great. We started out knowing generally what we wanted to accomplish, but not exactly how. Percolator helped us scope out the specifics and build out a class-leading Community using an iterative approach that allowed us ample opportunity to provide feedback.” Read more

An Integrated Web Platform: The Mountaineers

“Honestly, I’ve never worked with consultants that I think so highly of as I do of Percolator…what you helped us accomplish and the intelligence, humor, and integrity with which you did it…we will never be able to show our gratitude.” Read more

Data All in One Place: Fair Food Network

“The Percolator team took great care of us. They brought order to our data mess and helped support our adoption of brand new technology. We couldn’t have done it without them!” Read more

GO Public Schools

Engagement Strategy and StepUp: GO Public Schools

“StepUp has provided GO with a way to better understand how and at what depth our constituents are working with us. We now have a way to get at how a person has engaged with us recently and over time, and who has fallen off.” Read more

A Beautiful Volunteer System: Washington Trails Association

As the nation’s largest state-based hiking nonprofit organization, Washington Trails Association is the voice for hikers in Washington state. They protect hiking trails and wildlands, promote hiking as a healthy, fun way to explore the outdoors, and organize volunteers to maintain trails. Read more